Technology Investment Planning

In a fast-moving market, the right tech investments separate winners from survivors.
Our Technology Investment Planning service provides strategic, ROI-focused guidance for Shopify Plus brands, helping you prioritize technology initiatives that deliver maximum business impact and scalable growth.

We combine current technology audits, ROI forecasting models, capability gap analysis, growth need projections, and phased implementation planning to ensure every investment aligns with your long-term success goals.

Perfect for brands considering ERP, CRM, OMS, AI/ML tools, personalization engines, loyalty platforms, or new infrastructure upgrades.

Grow

Included:

  • Initial technology audit for one Shopify Plus store and 1–2 connected systems (e.g., ERP or CRM).
  • Creation of a basic 12–18 month investment plan with 5–7 priority recommendations for immediate ROI potential.
  • High-level ROI forecasting for one proposed investment initiative.
  • Guidance on phased implementation planning for near-term upgrades.
  • Email and CRM-based support with standard priority (responses within 3–4 business days).

Not Included / Limitations:

  • No direct negotiations with vendors or execution of technology purchases.
  • Limited to two connected systems—additional systems require a separate engagement.
  • No quarterly updates, ongoing monitoring, or advanced ROI simulations beyond initial delivery.
  • Services are delivered exclusively online—no on-site or in-office planning sessions.

Advanced

Included:

  • Comprehensive technology investment strategy for one Shopify Plus store and up to 4 connected systems (e.g., ERP, CRM, OMS, or Analytics).
  • Detailed 2–3 year phased roadmap with 10–12 investment priorities aligned to growth projections.
  • Capability gap analysis and ROI forecasting models for multiple proposed initiatives.
  • Strategic recommendations for balancing short-term ROI and long-term scalability.
  • Email and CRM-based support with priority response (within 1–2 business days).

Not Included / Limitations:

  • No direct vendor negotiations, contracts, or funding acquisition.
  • Restricted to four connected systems—further areas require a separate engagement.
  • No live monitoring, quarterly reviews, or ongoing ROI tracking beyond initial delivery.
  • All services provided remotely—no in-office or on-site consultations.

Plus

Included:

  • Enterprise-level technology investment planning for one Shopify Plus store and up to 6 connected systems (ERP, CRM, OMS, AI/ML tools, loyalty platforms, etc.).
  • Advanced 3–5 year phased roadmap with 15–20 strategic investment priorities for scalable global growth.
  • Comprehensive capability gap analysis and in-depth ROI forecasting for multiple technologies.
  • Guidance on infrastructure upgrades, personalization engines, and AI/ML tool adoption for competitive advantage.
  • Follow-up consultation within 90 days to refine recommendations and adjust priorities.
  • Email and CRM-based support with high priority (responses within 24 hours).

Not Included / Limitations:

  • No direct execution of purchases, vendor negotiations, or implementation services.
  • Limited to six connected systems—support for additional systems requires a separate engagement.
  • No on-site sessions or in-office collaboration—services are delivered exclusively online.
Service Plans:
$5,600.00
$5,600.00
Tax included.
8 Slots Available
Expert Consultation
All-In Solutions
Timely Support
Flexible Options
Professional Expertise
Happy Assurance
Focus on Efficiency & Growth

Unlock Key Benefits & Accelerate Your Growth

Save Valuable Time

Delegate complex tasks to our experts and free up your internal resources to focus on core business activities.

Increase Efficiency

Streamline your operations with optimized processes and reliable solutions, reducing manual effort and potential errors.

Drive Sustainable Growth

Leverage our expertise to enhance your store's performance, improve customer experience, and unlock new revenue opportunities.

Gain Peace of Mind

Rest assured knowing your Shopify store is managed and supported by certified professionals, minimizing risks and downtime.

Getting Started is Simple & Secure

Our Streamlined Process

1

Select Your Plan

Choose the service plan above that best aligns with your current needs and business goals.

2

Complete Secure Checkout

Easily finalize your service activation through our secure and encrypted payment gateway.

3

Grant Store Access via Shopify Partner

You'll receive an official request through Shopify to grant us secure, limited access to the necessary areas of your store. No password sharing is ever required, ensuring your store's security.

4

Work Commences Promptly

Once access is confirmed, our expert team immediately begins working on your request or implementing the service according to the agreed-upon scope and timeline.

5

Track Progress in Real-Time

Stay informed every step of the way. You'll receive access to our client CRM portal where you can monitor the status and progress of your tasks.

6

Receive Your Detailed Report

Upon completion, you will receive a comprehensive report detailing the work performed, key findings, results achieved, and any recommendations for future actions.

7

Resolution & Confirmation

We will notify you as soon as the service is completed or the issue is fully resolved to your satisfaction.

Trusted By Businesses Like Yours

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